Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Pittsford, NY

Law Firm

Pittsford, NY

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Pittsford, NY

Attorney

4-6 yrs required

No

Job Title: Associate - Trusts and Estates

Job Responsibilities:
- Provide legal counsel and representation to clients in matters related to estate planning, trust administration, and probate
- Draft, review, and finalize a variety of estate planning documents, including wills, trusts, power of attorney, and advance healthcare directives
- Advise clients on strategies to minimize estate taxes and protect their assets
- Assist in the administration of estates and trusts, including preparing and filing necessary legal documents, managing asset distribution, and resolving any disputes
- Conduct legal research and stay up-to-date with the latest developments in estate planning, tax law, and probate law
- Collaborate with clients' financial advisors, accountants, and other professionals to develop comprehensive estate plans
- Represent clients in court proceedings related to probate and trust administration as needed
- Build and maintain strong relationships with clients through effective communication and a deep understanding of their unique needs

Education and Experience Information:
- 4-6+ years of experience as a trusts and estates attorney
- Admission to New York bar required
- Admission to Connecticut and/or Massachusetts bar (or ability to waive in) beneficial
- Must have Juris Doctorate degree from an ABA accredited law school and be an active member in good standing of the bar
- Experience drafting estate planning documents including all types of trusts, as well as complex estate and trust administration
- Experience with estate, gift, and fiduciary income tax returns is required
- Experience representing fiduciaries and beneficiaries in Probate Court estate and trust proceedings
- Exceptionally strong writing skills are required
- Must have excellent verbal communication skills
- Demonstrated high-level organizational skills for prioritizing workload
- Demonstrated ability to absorb, process, and understand new information rapidly
- Must be able to manage competing priorities
- Maintains high standards of performance
- Exhibits conscientiousness, dedication, self-discipline, and a sense of responsibility
- Must have a professional, cooperative, positive, and flexible attitude
- Ability to work with diverse personalities within various levels of the organization
- Military experience welcome

Salary Information:
- Albany, Rochester (Pittsford), Buffalo: $130,000 - $175,000

Additional Information:
**Members Only**, formed in 2025, is a forward-thinking and innovative partnership following the combination of Harris Beach PLLC and Murtha Cullina LLP. With over 250 years of combined history, the firm offers legal services across a wide range of practice areas and industries. The firm is committed to an inclusive environment and welcomes applications from diverse candidates, including those with military experience. **Members Only** is an Equal Opportunity Employer and adheres to a policy of non-discrimination in all aspects of employment. The firm does not accept candidate submissions from recruiting agencies for this position during the first two weeks after posting. Following this period, agencies with an active fee agreement may contact the internal recruitment team for potential collaboration.